Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 04-16-2024 | 03-31-2024 | 3384 | 2,681,645,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOAST INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -528 | -42.21 | 03-31-2024 |
| AVISTA CORP | COM | 2402 | $12,502 | 357 | 0.00 | 0.00 | 283 | 382.43 | 03-31-2024 |
| CYBERARK SOFTWARE LTD | SHS | 2403 | $12,485 | 47 | 0.00 | 0.00 | -37 | -44.05 | 03-31-2024 |
| PROSHARES TR | PSHS ULT SEMICDT | 2404 | $12,400 | 125 | 0.00 | 0.00 | 25 | 25.00 | 03-31-2024 |
